Handle Claim Denials & Appeals

On the Billing → Claims page, find the claim and click Record Denial. Enter the denial code, denial reason, and denial date provided by the payer. The claim status changes to Denied.

Click File Appeal on a denied claim. Enter your appeal notes — include the reason you believe the claim should be paid. Click Submit Appeal. The claim status changes to Appeal Pending.

After the payer responds, click Resolve Appeal on the claim. Select Approved (claim returns to Accepted status) or Rejected (claim remains Denied). Enter the resolution date and any notes.